See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,643 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,616 | $46,732-81.6% | $156,549-94.5% | $55,167-84.4% |
| Participation rate | 92.1% | 65.8%+26.3pp | 84.0%+8.1pp | 69.0%+23.1pp |
| Annual return | 24.24% | 17.72%+6.5pp | 32.23%-8.0pp | 169.23%-145.0pp |
| Employer contribution / active EE | $277 | $2,105-86.9% | $5,501-95.0% | $1,963-85.9% |
| Participant deferral / active EE | $1,358 | $2,204-38.4% | $4,871-72.1% | $3,054-55.5% |
| Admin fee / account holder | $65 | $418-84.3% | $13,027-99.5% | $504-87.0% |